Help Clients/Grow Revenue
LIFE INSURANCE
A Life Insurance Policy Can Help Pay for Long Term Care Needs
A life insurance policy is an asset that you own. As with any asset, it can be sold. Yet few people know this option exists. If you are trying to find ways to pay for care needs, a life insurance policy can be another solution. Policies can be sold for a lump sum of money through what is called a life insurance settlement.
By Lisa Rehburg
PAYROLL
Adding Value Beyond Renewal: Staying Engaged with Clients Through HR
Your clients are constantly being pitched. New benefits. New HR tools. New payroll platforms. New “all-in-one” solutions that promise to fix everything. These conversations don’t start at renewal. They happen throughout the year, often when something isn’t working the way it should. That’s what creates risk, not because clients are actively looking to replace you, but because someone else is stepping into conversations that should already be happening.
By Steve Evans
ENGAGE PEO
How Engage PEO is a Better Partner for Brokers
By Ailene Dewar Costello
GROW YOUR COMMISSIONS
Help Clients by Working with Subject Matter Experts
Recorded on a webinar with David Ethington of Integrity Advisors, Phil Calhoun of Commission Solutions, Marc Glickman of BuddyIns and Peter Buechler of Cohesive Insurance Services, this conversation focused on practical cross selling strategies for brokers. The discussion centered on how experienced health insurance professionals can open retirement planning conversations and how annuities and long-term care can fit in the planning conversation.
